Aecon Group Inc (ARE.TO) Buy, Sell or Hold

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Aecon Group Inc (ARE.TO)

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43.71

-0.37 (0.84%)

as of Jun 19, 2026, 8:00:01 pm Market Open.

277 watching

TOP PICK

Engineering infrastructure stocks have been hit awfully hard. Trading at about 2 X operating cash flow and about 7 X earnings. Doesn't think a lot of the infrastructure programs are going to get cancelled.

COMMENT

SNC Lavalin (SNC-T) vs. Aecon Group (ARE-T). Infrastructure is going to be a pork barrel exercise. Governments are going to say that they have to do a stimulus package and will probably end up getting the lion's share to one company vs. another. Even though you got the theme right, you could pick the wrong horse.

BUY

Infrastructure. Great company. Should benefit in this current period. In times of recessions, governments start spending in order to keep jobs. Have been getting the contracts in the last few weeks.

WAIT

People like infrastructure because you get a lot of lead-time on the contracts. Risk is that contracts begin to get cancelled because of financing. Wait to see clear signs that the credit market is beginning to thaw.

BUY

Infrastructure is crumbling, so it is a place that has to get investment.

WAIT

Reported a ton of contracts in the last 6 months. Growing the business in engineering and construction. Waiting to buy but must be getting close.

TOP PICK

(His 3 picks include one each from industrials, gold and oil.) Found support around $14-$15 and has been trading at this level since January, building a base. Breakout level would be about $17. Once it get past that, it had upside potential of $25.

COMMENT

In the infrastructure group he looks at Aecon Group (ARE-T) SNC Lavalin (SNC-T) and Stantec (STN-T). From a valuation point of view, he prefers Stantec. Not selling at a bad multiple. Earnings were $1.15 last year and could be as much as $1.75 in 2 years. You're paying a fairly substantial multiple of book relative to Stantc. Trading at almost 3.5X BV.

COMMENT

Infrastructure business is going to get hammered as the North American economy slows down. Well thought of company. There were concerns on individual contracts. Doesn't know what to recommend.

BUY

Infrastructure has been ignored for too long and governments are starting to address this issue. A lot of money will be thrown at it over the next number of years. Companies that can be looked at would include SNC Lavalin (SNC-T), Aecon (ARE-T) and on a global basis Royal Boskalis on the Amsterdam exchange.

COMMENT

Long-term outlook is very strong. Have a very large backlog of business. Prefers Bird Construction (BDT.UN-T)

BUY

One of two major construction companies (SNC Lavalin SNC-T) in Canada.

DON'T BUY

This kind of stock used to trade at 3 to 5 times earnings. Now they are at 15X or more. He feels this is a bit too expensive.

PAST TOP PICK

(A Top Pick Dec 14/07. Down 23%.) Briefly traded higher. The industry group is holding up on a relative strength basis. Currently in a holding pattern. Coming out with earnings in May 7th and will look at it at that time.

BUY

An infrastructure company so he likes it very much. Long-term trend is clearly on the upside. Has recently formed a nice base pattern at around $15 as well as an intermediate upward trend. Very strong earnings picture.

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Aecon Group Inc (ARE.TO)